Nicholas Ramsey (CRD# 6568430) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Carbondale, IL and has over 7 years of experience in the finance industry.
CRD# 6435912
Edward Jones
CRD# 5589427
Alliance Wealth Advisors
CRD# 6505776
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regions Bank | Carbondale, IL | Dec 2023 - Current | < 1 |
| Cetera Investment Services LLC | Saint Cloud, MN | Dec 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Carbondale, IL | Dec 2023 - Current | < 1 |
| Frankfort Community High School | West Frankfort, IL | Jun 2023 - Current | < 1 |
| Lpl Financial | Carbondale, IL | Aug 2020 - Dec 2023 | 3 |
| First Southern Bank | Carbondale, IL | Aug 2020 - Dec 2023 | 3 |
| Nashville Community Hight School | Nashville, IL | Aug 2016 - Nov 2022 | 6 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2019 - May 2020 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2018 - May 2020 | 1 |
| Northwestern Mutual Investment Services LLC | Carbondale, IL | Apr 2016 - May 2020 | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2017 - Dec 2018 | 1 |
| Kevin D Frost | Carbondale, IL | Nov 2017 - Dec 2018 | 1 |
| Gross Financial Group, LLC | Carbondale, IL | Nov 2017 - Dec 2018 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2017 - Nov 2017 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2015 - Nov 2017 | 1 |
| Mspark | Helena, AL | Mar 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- IL
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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